Values First Advisors, Inc.

Values First Advisors is an independent SEC‑registered advisory firm that manages portfolios and provides financial planning for individuals, trusts, estates, retirement plans and charitable organizations. The firm offers both discretionary and non‑discretionary asset management, retirement‑plan advisory and participant‑education services, and can manage assets held in donor‑advised funds.

The firm applies a Biblically Responsible Investing (BRI) overlay to investment selection, combining fundamental analysis and in‑house model management with outside sub‑advisers and occasional tactical use of ETFs and individual stocks and bonds. Portfolios are tailored through an asset‑allocation process, periodic rebalancing and use of planning tools and third‑party screening and scoring systems, with ongoing monitoring supported by an external consultant.

Distinctive features include a clearly documented set of BRI positive and negative screens (for example, screens addressing abortion, embryonic stem‑cell research, pornography, alcohol, tobacco and gambling, and positive screens for life‑enhancing products, family/community focus and stewardship). The firm also emphasizes third‑party ratings and sub‑adviser disclosure review in its due diligence, and serves as a model manager within certain custody programs while offering donor‑advised fund and retirement‑plan onboarding services.